Lido Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Lido Advisors’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	7,222 +100	+1%	+$19.3K	﹤0.01%	933
2026 Q1	$1.31M	Buy	7,122 +79	+1%	+$14.8K	﹤0.01%	861
2025 Q4	$1.24M	Buy	7,043 +257	+4%	+$45K	﹤0.01%	905
2025 Q3	$1.19M	Sell	6,786 -663	-9%	-$113K	﹤0.01%	888
2025 Q2	$1.23M	Buy	7,449 +108	+1%	+$17.1K	﹤0.01%	757
2025 Q1	$1.18M	Buy	7,341 +412	+6%	+$67.4K	0.01%	709
2024 Q4	$1.12M	Sell	6,929 -20	-0.3%	-$3.37K	0.01%	721
2024 Q3	$1.17M	Sell	6,949 -380	-5%	-$60.4K	0.01%	648
2024 Q2	$1.11M	Buy	7,329 +347	+5%	+$52.7K	0.01%	625
2024 Q1	$1.09M	Buy	6,982 +569	+9%	+$83.5K	0.01%	618
2023 Q4	$930K	Sell	6,413 -1,088	-15%	-$146K	0.01%	640
2023 Q3	$982K	Buy	7,501 +831	+12%	+$115K	0.01%	548
2023 Q2	$923K	Buy	6,670 +831	+14%	+$111K	0.01%	562
2023 Q1	$783K	Buy	5,839 +1,526	+35%	+$212K	0.01%	539
2022 Q4	$583K	Sell	4,313 -88	-2%	-$11.8K	0.01%	541
2022 Q3	$535K	Buy	4,401 +597	+16%	+$80.8K	0.01%	532
2022 Q2	$492K	Sell	3,804 -427	-10%	-$60.4K	0.01%	551
2022 Q1	$633K	Buy	4,231 +149	+4%	+$21.9K	0.01%	527
2021 Q4	$613K	Buy	4,082 +241	+6%	+$35.4K	0.01%	549
2021 Q3	$536K	Buy	3,841 +515	+15%	+$73.2K	0.01%	569
2021 Q2	$467K	Sell	3,326 -26	-0.8%	-$3.67K	0.01%	566
2021 Q1	$452K	Buy	3,352 +516	+18%	+$66.1K	0.01%	532
2020 Q4	$337K	Sell	2,836 -1,807	-39%	-$202K	0.01%	584
2020 Q3	$471K	Buy	4,643 +1,636	+54%	+$166K	0.01%	394
2020 Q2	$288K	Hold	3,007	–	–	0.01%	458
2020 Q1	$244K	Buy	3,007 +944	+46%	+$102K	0.01%	465
2019 Q4	$246K	Hold	2,063	–	–	0.01%	563
2019 Q3	$233K	Hold	2,063	–	–	0.01%	510
2019 Q2	$230K	Sell	2,063 -10	-0.5%	-$1.09K	0.01%	481
2019 Q1	$224K	Buy	+2,073	New	+$218K	0.01%	467

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors's VOE Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.4% in Q2 2026, buying an estimated $19.3K and bringing the position to 7,222 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Lido Advisors first reported a position in VOE in Q1 2019 and has held it in 30 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Lido Advisors held 7,222 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.43M as of Q2 2026.
Lido Advisors bought 100 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $19.3K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #933 holding.
Lido Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.